pDoc Signer for Android User Manual - Topaz Systems, Inc....• Android Tablets – Android 5...
Transcript of pDoc Signer for Android User Manual - Topaz Systems, Inc....• Android Tablets – Android 5...
Copyright © 2019 Topaz Systems Inc. All rights reserved. For Topaz Systems, Inc. trademarks and patents, visit www.topazsystems.com/legal.
User Guide
pDoc Signer® for Android Tablets
Version 2.0
October 2, 2019
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Table of Contents
1 – Introduction ........................................................................................................................ 4
1.1 - Features .........................................................................................................................................................4
2 – Getting Started ................................................................................................................... 5
2.1 – Supported Devices and OS Versions ............................................................................................................5
2.2 – Installing the pDoc Signer App ......................................................................................................................5
2.3 – Signature Capture and Embedding ...............................................................................................................5
2.4 – Menu Toolbar.................................................................................................................................................6
2.5 – Quick Steps for Signing Existing Digital Signature Fields in PDF Documents ..............................................7
2.6 – Quick Steps for Signing New Digital Signature Fields in PDF Documents ...................................................8
3 – PDF Documents ............................................................................................................... 10
3.1 – Opening PDF Documents ........................................................................................................................... 10
3.1.1 – Opening Local PDF Documents .............................................................................................................................................. 11
3.1.1 – Opening Cloud PDF Documents ............................................................................................................................................. 14
3.2 – Reading PDF Documents ........................................................................................................................... 18
3.3 – Searching the PDF Documents .................................................................................................................. 22
4 – Capturing the Signature .................................................................................................. 24
4.1 – Creating a Signature Object ....................................................................................................................... 24
4.2 – The Signature Capture Window ................................................................................................................. 25
4.3 – Adding a Signer Photo to a Signature ........................................................................................................ 26
4.4 – Signing ........................................................................................................................................................ 26
4.5 – Signing Existing PDF Signature Fields ....................................................................................................... 27
5 – Placing the Signature ...................................................................................................... 28
5.1 – Editing, Saving and Deleting the Signature ................................................................................................ 29
5.1.1 – Signature Information .............................................................................................................................................................. 30
5.2 – Resizing the Signature ............................................................................................................................... 31
5.3 – Moving the Signature .................................................................................................................................. 32
5.4 – Creating Empty Signature Fields ................................................................................................................ 33
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Table of Contents
6 – Signature Location Information...................................................................................... 35
6.1 – Checking Location Information ................................................................................................................... 35
7 – Fillable Forms .................................................................................................................. 36
7.1 – Text Fields .................................................................................................................................................. 36
7.2 – Check Boxes............................................................................................................................................... 37
7.3 – Radio Buttons ............................................................................................................................................. 37
7.4 – List Boxes ................................................................................................................................................... 37
7.5 – Combo Boxes ............................................................................................................................................. 38
8 – Embedding Signature & Form Data into PDF Documents for Distribution ................ 39
8.1 – Document Sharing and Distribution ............................................................................................................ 39
8.2 – Signature Embedding ................................................................................................................................. 40
8.3 – Form Data Embedding ............................................................................................................................... 40
8.4 – Document Locking and Deleting................................................................................................................. 40
9 – pDoc Signer Settings ...................................................................................................... 43
9.1 – Default Signature Details ............................................................................................................................ 44
9.2 – Signature Appearance ................................................................................................................................ 44
9.3 – Document Loading ..................................................................................................................................... 44
9.4 – Document Saving ....................................................................................................................................... 45
9.5 – Form Field Read-Only Rules ...................................................................................................................... 47
10 – Automatic Signing Certificate Update ......................................................................... 48
11 – In-App Update ................................................................................................................ 48
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1 – Introduction
pDoc Signer is an app for securely signing and form field filling PDF documents on an Android
tablet. Documents signed and form filled using pDoc Signer use the standard PDF form fields
for signing and filling, so that they can be opened by other software programs for independent
review and verification that the documents have not been changed since the signatures were
applied. With pDoc Signer, you can:
• Sign existing digital signature fields in PDF documents
• Create, place, and sign new digital signature fields in PDF documents without having to use expensive PDF document applications
• Write signatures using your finger or a stylus similar to handwritten signatures.
• Fill in standard PDF form fields such as textboxes, checkboxes, radio buttons, list boxes, and dropdown boxes
• Navigate easily through very large PDF documents
• Save and open signed/filled documents in other applications that support PDF documents
• Export the documents using email
• Import and export documents through Dropbox
1.1 - Features
• Independent validation → Standard digital signature fields for signing. PDF documents signed with pDoc Signer can be opened by other software programs for independent validation of the embedded signatures and verification that the documents have not been altered since the signatures were applied.
• Sign anytime anywhere → Internet connection not required at time of signing. In mobile applications where an Internet connection is not available, pDoc Signer collects signatures in an offline mode, so that you can distribute signed documents at a later time.
• Unique signatures → Collects biometric information for every signature instance. Like handwritten signatures, every pDoc Signer signature is distinguishable. There is no replication of signature images or selection of signature fonts; each and every signature is the result of a specific instance of your writing. In addition to biometric information, pDoc Signer records other signature information such as the name and email address, and the time the signature was collected.
• Signature creation → Signature fields you create can be resized, reshaped, and relocated. The flexibility to manipulate new digital signature fields provides an easy method for fitting signatures into existing forms.
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2 – Getting Started
2.1 – Supported Devices and OS Versions
• Android Tablets – Android 5 (Lollipop all versions), Android 6 (Marshmallow all versions), Android 7 (Nougat all versions), Android 8 (Oreo all versions), and Android 9 (Pie).
2.2 – Installing the pDoc Signer App
To use the Android tablet for signing documents, you must download the pDoc Signer App onto your Android tablet. The pDoc Signer app is available from the Google Play Store for a
one-time license fee; there are no recurring or usage charges.
2.3 – Signature Capture and Embedding
The pDoc Signer App is designed to enable PDF documents to be electronically signed locally on a tablet in three easy steps (see sections 2.5 and 2.6).
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2.4 – Menu Toolbar
Documents Document Name Location Sharing Settings
Page selection and
navigation bar
Signature Tool Save
Document
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2.5 – Quick Steps for Signing Existing Digital Signature Fields in PDF Documents
Step 1: Capture the signature
• Touch a signature field, which is indicated by a black rectangle.
• A “Signature” window will open.
• Write your signature in the “Signature” window using your finger or a stylus.
• Touch the “Save” icon (the floppy disk).
• The “Signature” window will close and the signature will be placed in
the signature field.
Note: You do not have to be connected to the Internet to capture the signature.
Step 2: Distribute the signed PDF document
• Touch the “Share” icon.
• A share menu options window will open.
• To email the signed PDF document
− Touch the “Email Document” menu item.
− A “New Message” email window will open.
− Enter the email information (addresses, subject, and message) into the
email form.
− Touch the “Send” icon to send the email.
• To open the signed PDF document in another application
− Touch the “Open Document” menu item.
− A window will open from the bottom of the screen that displays
program icons on your Android device that can open a PDF
document.
− Touch the icon of the desired program, and it will open the signed PDF
document.
• To lock the signed PDF document
− Touch the “Lock Document” menu item.
− A “Warning” window will open that describes the effect of locking the
document.
Note that a locked document cannot be unlocked before distributing.
− Touch the “LOCK” button to lock the signed PDF document, or touch the
“CANCEL” button to cancel the operation.
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Step 3: Save the PDF document
• The PDF document can be saved using the “Save” icon next to the “Share” icon on
the toolbar.
• When the app is in “Save” mode the icon displayed is
When the app is in “Save As” mode the icon displayed is
Note: Initially the “Save” icon performs a “Save as” function. If you wish to change this to a
normal “Save” function, disable the “Prompt to save” option in the settings screen.
2.6 – Quick Steps for Signing New Digital Signature Fields in PDF Documents
Step 1: Create the new signature field and capture the signature
• Touch the “Sign” icon (a pen on a piece of paper) on the menu bar at the top right
of the screen.
• A “Signature” window will open.
• Write your signature in the “Signature” window using your finger or a stylus.
Note: You do not have to be connected to the Internet to capture the signature.
• Touch the “Done” icon (checkmark).
• The “Signature” window will close and the signature field will be placed in the
middle of the portion of the document page visible on the screen.
Step 2a (optional): Fit and place the signature field in the document
• To move the signature field on the page, simply drag it to the desired location with
your finger.
• To delete, save, edit, or resize the signature, use the four icons that are displayed
on the corners of the rectangle.
• To resize the signature field proportionally, use the standard Android pinch-zoom
gestures.
• To resize the signature field anamorphically, use the resize icon at the lower-right
corner of the signature field; note that the shape of the signature is not changed.
• An unlocked signature is denoted by a surrounding purple rectangle with four icons
on the corners; for a locked signature the purple rectangle is removed.
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Step 2b (optional): Edit or delete the signature if desired
• To edit the signature information details, select the “Edit” icon on the lower-left
corner and enter the new information in the signature information window that
opens.
• To delete the signature, select the “Delete” icon on the upper-left corner and follow
the confirmation instructions.
Step 2c (optional): Save the signature if desired
• To save the signature, select the “Save” icon on upper-right corner and it will open
a confirmation dialog showing options “CANCEL” and “OK”.
• Touch the “OK” button to save the signature.
Step 3: Embed signatures permanently for distribution
• Touch the “Share” Icon and select an option, either email the signed document or
send the signed document to another local app that supports PDF documents.
• The distribution ready document can then be sent by email or opened in another
app.
• To distribute the signed PDF document, see Step 2 in Signing Existing Digital
Signature Fields.
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3 – PDF Documents
pDoc Signer includes a powerful PDF document reader that can load very large documents for
review before signing. Documents with hundreds of pages can be easily navigated in
sequence or you can skip forward or backwards to direct pages using the controls at the
bottom of the page.
3.1 – Opening PDF Documents
The pDoc Signer App is designed to enable PDF documents to be electronically signed locally
on a device in three easy steps (see sections 2.5 and 2.6). You can access PDF documents
stored locally on your tablet and PDF documents stored in the cloud by touching the document
icon on the upper left of the screen.
Documents
Menu Icon
Local PDF
Documents
Cloud PDF
Documents
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3.1.1 – Opening Local PDF Documents
There are three local sources of PDF documents that can be accessed in pDoc Signer:
1. The “Inbox” folder:
PDF Documents can be sent to pDoc Signer using the standard Android file share
interface between apps. For example, a PDF file received as an email attachment can
be sent to pDoc Signer by touching the attachment itself in the email client to open the
file in the Android file preview app. From there it can be sent to pDoc Signer by
selecting “pDoc Signer” from the bottom sheet preview. Touch the Inbox icon to display
the documents in the Inbox.
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2. The “Downloads” folder:
The “Downloads” folder contains the PDF documents downloaded to the tablet.
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3. The “Saved Documents” folder:
The “Saved Documents” folder contains the documents that have been modified using
pDoc Signer.
Note: PDF documents may be password protected. If a password protected document is
selected to be opened by pDoc Signer, you will be prompted to enter the password protecting
the document. Without the valid password the document cannot be opened.
Note: A sample PDF document is included with the pDoc Signer app and can be loaded for
demo purposes anytime by selecting the “Reset Demo” menu option in the Documents menu.
The “Save As” feature does not apply to the default (demo) document. Also no prompts are
displayed for the default (demo) document.
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3.1.1 – Opening Cloud PDF Documents
pDoc Signer supports PDF documents stored in file cloud services (Google’s own Google
Drive and Dropbox). To access documents available in these online repositories, select the
corresponding folder from the Documents list. For Google Drive access, you have to be logged
into the Google Drive service using your Google ID.
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Once you logged in it will show the dialog with “Allow” and “Cancel” buttons on the bottom.
Touch “Allow” button to access the files.
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The files contained in the drive will be listed as follows.
For Dropbox, you will be asked to login to the service on first use.
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Note: Cloud documents listed in pDoc Signer’s cloud folders are stored in a special
“application folder” within the service’s folder structures. When accessing files using their
respective native apps or other supported apps, you will find a “Topaz_pDocSigner” folder.
Only documents stored in this application folder will be available inside the pDoc Signer app.
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3.2 – Reading PDF Documents
The pDoc Signer App is designed to enable PDF documents to be electronically signed locally on a device in three easy steps (see section 2.5 and 2.6). You can navigate through the pages in a PDF document using the following methods. Page-by-page: Swipe your finger from right to left across the page to move to the next page;
swipe your finger from left to right across the page to move to the previous page.
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Page selection: Enter the page number to which you want to navigate in the text box provided in the page selection and navigation bar at the bottom of the page and touch the “GO” button.
Page selection and
navigation bar
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Page scrolling: Use the “Previous” and “Next” buttons in the page navigation bar at the bottom of the page for navigating to the previous and next pages of the document.
Scrolls to
previous page
Scrolls to
next page
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Zooming: To zoom-in or zoom-out on a page, use the standard Android pinch/zoom gestures.
A page that has been zoomed in can be scrolled in all directions using the single finger
panning gesture.
Note: Page scrolling forward or back to other pages in the document resets the zoom level.
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3.3 – Searching the PDF Documents
The pDoc Signer App provides a search feature to filter the available PDF documents based
on the user’s input. To perform this operation, select the corresponding folder in the
Documents list, viz., the Dropbox, Inbox, Google Drive, Saved Documents, or Downloads
folder.
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After selecting the folder, touch the search icon (the magnifying glass) and type the document
name for which you want to search in the list of documents. By using this feature, you can
easily fetch specific PDF documents.
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4 – Capturing the Signature
pDoc Signer uses advanced techniques to capture, encrypt, and embed electronic signatures
into PDF documents. Unlike other document signature products that annotate documents with
images of signatures, pDoc Signer captures the biometric signature data such as the number
of strokes in a signature, the order in which the strokes were written, and the speed of writing
at each point in the signature. This enables pDoc Signer to represent signatures on document
pages as independent objects that can be resized and repositioned at will while maintaining at
all times the true representation of the signer’s signature. This novel approach allows signers
full control over the appearance and placement of their signatures in documents.
4.1 – Creating a Signature Object
To sign a document, first navigate to the desired page within the document that you want to
sign and touch the “Sign” button (Signature Tool). This will open the signature capture window.
Signature Tool
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4.2 – The Signature Capture Window
The signature capture window allows the user to capture a signature and/or photo. This
window allows you to capture signature or photo, select the appropriate pen color and size,
cancel or clear the signature capture or photo and apply the signature and photo to the
document.
Clears the signature or photo
Changes the signature pen color
Changes the signature pen size
Cancels the signature or photo
Captures a signer photo
Applies the signature and photo to the document
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4.3 – Adding a Signer Photo to a Signature
To add a photo to a signature, touch on the Photo button to take a picture of the signer. The
captured photo will be cropped to include only the section indicated by the preview portrait
guidelines.
4.4 – Signing
To sign, simply draw your signature within the signature capture window using your finger or
stylus. The captured signature data is automatically rendered in real time as you sign within
the window.
At any time, you can clear your signature or change the size or color of the signature strokes,
and re-sign. To cancel signing in this signature window, touch the “Cancel” button. To
complete this signature and place the signature within the document page touch the “Save”
icon.
Note: Before a signature object is placed on the document page, an integrity check is
performed on the captured signature data; a warning may be displayed if unusual signing
activity is detected. The signature object can be deleted and a new signature captured if the
signing style is not normal for your particular signature.
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4.5 – Signing Existing PDF Signature Fields
pDoc Signer supports signing existing PDF digital signature fields. Unsigned fields are
automatically detected in a PDF document and indicated with an empty black frame within the
page where they are defined.
To sign an existing signature field, simply touch the field to open the signature capture window
and sign as usual. Similar to signature objects, signed signature fields also contain signature
details that can be edited. Deleting a signed signature field returns the field to its original
unsigned state and does not remove the field from the document. See section 5.1 for details
about editing or deleting signature objects.
Note: Signature objects associated with existing PDF digital signature fields cannot be moved
or resized. Their location and dimensions are defined by the existing PDF signature field.
Existing empty PDF
digital signature field
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5 – Placing the Signature
After a signature is captured, pDoc Signer places the new signature object within the boundary
of the current document page. The modifiable signature object will remain tinted with a purple
color until it is embedded in the PDF document. Once embedded, the signature will appear
fully transparent.
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5.1 – Editing, Saving and Deleting the Signature
Every signature object contains the raw signature capture data as well as extra metadata that
will be included in the embedded digital signature field. The following signature information is
included:
• Name and email - This information is editable in each signature and defaults can be defined in the
app (see Settings section).
• Current location - This is the GPS location at the time of signature capture (see Location section).
• Date and Time stamp - This is the local date/time of the signature capture.
Some of the information such as name and email can be edited by accessing the signature
details window. To edit the signature, touch the “Edit” icon on the lower-left corner of the
signature rectangle.
To delete the signature, touch the “Delete” icon on the upper-left corner of the rectangle. To
save the signature, touch the “Save” icon on the upper-right corner of the rectangle.
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5.1.1 – Signature Information
The signature information (details) window reveals the additional information associated with
the signature object. Each signature has a unique identifier indicated in the window title and
includes both editable and fixed signature information.
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5.2 – Resizing the Signature
pDoc Signer supports resizing a signature object. While resizing, the aspect ratio of the
captured signature is maintained to ensure a true representation of a signer’s signature.
Signatures can be resized proportionally.
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5.3 – Moving the Signature
To move a signature object within the page, use the standard Android finger panning gesture.
Simply touch the signature and move your finger around the page freely. The signature object
will follow the movement of your finger continuously. To place the signature in the desired
location within the page, simply release it by lifting your finger from the screen.
Note: Signatures placed in zoomed-in PDF pages will compete for touch (pan/pinch zoom)
gestures with the PDF page itself.
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5.4 – Creating Empty Signature Fields
pDoc Signer also supports the creation of new signature fields to remain empty for future use.
To create an empty signature object, touch the “Sign” button to open the signature capture
window and then touch the “Done” button without signing. This action will prompt you to create
an empty signature object.
Choosing “OK” will create an empty signature object. As illustrated in the screenshot below, a
new empty signature object will appear with an icon showing a hand holding a pen.
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Newly created empty signature objects can be resized, saved, or deleted. To sign an empty
signature object, it must first be converted into a PDF signature field and embedded in the
document.
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6 – Signature Location Information
pDoc Signer supports Android Location Services to acquire the current GPS location to include
in the signature object details. In order for location information to be included, the service must
be enabled for the pDoc Signer app in the Android settings. pDoc Signer automatically reads
location information for inclusion in signature objects. This information can be checked anytime
and prior to signing a document. The pDoc Signer tool bar contains a Location icon that can be
used to view the current location.
6.1 – Checking Location Information
When a user opens the pDoc Signer app, it will show Google’s location service dialog.
If the user touches the “OK” button, it will enable the location services. This means that
pDoc Signer has acquired GPS location information that will be included in all signatures. If the
user touches the “NO THANKS” button, it will not turn on the location services. This means no
location information will be available.
To check the current location, simply touch the location icon to see the location in Google
Maps. Signature location can also be checked by touching on the GPS coordinates in a
signature object’s details.
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7 – Fillable Forms
pDoc Signer supports PDF form fillable fields allowing for documents to be filled and signed in
one signing session. As with signature objects, form data objects can be filled using pDoc
Signer, and then these changes are embedded into the PDF document along with signature
objects.
The following form fields are supported:
• Single line, multiline, and clone text fields
• Check boxes
• Radio buttons
• List boxes (single or multiselect)
• Dropdown boxes
7.1 – Text Fields
A text field is a box or space in which the user can enter text from the keyboard. pDoc Signer
supports both single line and multiline text fields.
Here is a single line text field example:
What’s your favorite color?
Here is a multiline text field:
Describe the effect of the Hundred Years War:
pDoc Signer also supports clone text fields, so that when you enter text into one field, and then
move control to another part of the document, the text will be replicated in the clone field.
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7.2 – Check Boxes
Check boxes toggle between two states, on and off. A check box field is a group of one or
more check boxes, each of which can be independently toggled, simply by touching a box.
Here is a field of check boxes:
What veggies do you like?
(Check all that apply)
pDoc Signer supports clone check boxes, so that when you toggle one check box, its clone
check box toggles the same way.
Here’s an example in which the first and last check boxes are clones:
In what department do you work?
7.3 – Radio Buttons
Radio button fields contain a set of related buttons, each of which can be on or off. At most
one radio button in a set can be on, although initially they can all be off. Selecting any one of
the buttons in the set automatically deselects all the others, so radio buttons represent
mutually exclusive categories. In some cases, radio buttons may represent identical options
and selecting one will automativally select another in unison.
Here is an example:
In what time zone do you live?
7.4 – List Boxes
A list box presents multiple choices to the user using a list of selectable values. Depending on
the size of the list box and the number of options, a list box may be scrollable.
List boxes may allow selection of one or multiple items from the list. pDoc Signer supports
normal and scrollable list boxes as well as single and multiple selection list boxes.
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Here are some examples:
7.5 – Combo Boxes
A combo box is a single line text field that expands to a list box (showing a list of selectable
values) by touching the down arrow button on the right of the field. In addition to selecting one
item from the drop-down list, the field is editable to enter data other than the predefined
choices.
Here are some examples:
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8 – Embedding Signature & Form Data into PDF Documents for Distribution
pDoc Signer signature objects must be converted to PDF digital signature fields and
embedded into the PDF document permanently before the document can be shared or
distributed from pDoc Signer. At times, pDoc Signer may require signature objects to be
embedded before further modifications to the document can be made. This is necessary to
ensure the integrity and security of signed PDF documents. pDoc Signer will prompt a
message indicating that the document must be saved when this condition occurs.
8.1 – Document Sharing and Distribution
Documents can be distributed from the pDoc Signer app either by email as attachments or by
sending the document to other apps installed on the Android tablet.
To send a document by email touch the “Share” icon and select the “Email Document” option.
To send the document to another app touch the “Share” icon and then select the “Open
Document” option.
Note: Only apps supporting the PDF document format will be listed in the apps to choose from,
when selecting the “Open Document” option.
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8.2 – Signature Embedding
If newly signed signature fields, newly created signature objects, or newly filled fields are
detected when the document is to be emailed or shared with another app, pDoc Signer
automatically embeds them into the document prior to executing the share request. The
shared document contains only PDF digital signature fields in place of the pDoc Signer
signature objects, securely containing all the signature details. If pDoc Signer does not detect
any new signatures, any new signature objects, or any new data in form fields, it immediately
processes the document for emailing or sharing with another app.
Note: Signed PDF documents maintain versioning within the document itself, so that
commercial PDF reading applications can show the various versions of a document when it
was signed.
8.3 – Form Data Embedding
If original PDF document form data is changed or new data is added, pDoc Signer will detect
the changes and as with applied signatures, will embed the changes before you can share the
document by email or send it to another app. If form data is changed and one or more
signature fields are signed at the same time, pDoc Signer will embed data and signatures that
are required to maintain the document integrity and properly reflect the sequence of document
change events.
8.4 – Document Locking and Deleting
Since signature objects must be converted into permanent signature fields before they can be
distributed, it may be necessary to lock the document to disallow any more changes to the
document until current changes are embedded. Locking the document ensures that signature
objects and form data cannot be modified or new signatures added. To lock a document with
modifications but without final embedding or sharing, access the Share menu from the Share
icon in the toolbar and select “Lock Document”.
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Once locked, the document remains protected until distributed. A locked document is indicated
by a red toolbar.
A document can be deleted anytime even if it is locked. To delete a document open the
Documents menu and swipe from right to left across the name of the document to reveal the
delete button.
Locked document indicated
by red colored toolbar
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For the document that is currently loaded, the delete option will be unavailable. You cannot
delete an opened document using the document menu.
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pDoc Signer for Android Tablets User Manual
9 – pDoc Signer Settings
The pDoc Signer settings window can be accessed by touching the pDoc Signer app logo in
the toolbar. In the Settings window, default signature information and other application options
can be adjusted.
Enter default
information
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pDoc Signer for Android Tablets User Manual
9.1 – Default Signature Details
In the Settings window, you can enter a default name and email to be included in signatures.
pDoc Signer encrypts and embeds this information into each signature. You can change the
name and email information for each signature if desired.
Note: Default signature information can be edited and changed in individual signature objects
after signing.
9.2 – Signature Appearance
The signer details text (signer name, date, and time) can be added to the signature image by
enabling the signature appearance option. If no signer details are provided, the date and time
will be included with the signature image. There are two appearance layout styles supported.
In “Behind” mode, the signature details text appears behind the signature image. In “Beside”
mode, the signature details text appears beside (to the right of) the signature image; the
signature details text occupies the right half of the signature field and the name and date/time
information are left aligned within the right half of the signature field. If neither style mode is
selected, pDoc Signer will select the best appearance style based on the size and shape of the
signature field. If the signature appearance is disabled, then signature details are not included
with the signature image.
Beside text style Behind text Style
9.3 – Document Loading
By default, pDoc Signer automatically reloads the last document opened when the app
launches. In certain situations, this may not be desired. To not automatically load a document
when the app launches, turn off the “Reload” option.
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9.4 – Document Saving
pDoc Signer preserves original documents opened from the “Downloads” folder and creates
copies of documents that are signed and/or form filled. All save/save as operations will save
documents to the "Saved Documents" folder.
To manually rename original documents when saving, the “Prompt to save” option should be
enabled. This will create a "Save as" functionality, meaning a dialog will be displayed enabling
the user to enter a document name of their choice. When the “Prompt to save” option is
disabled, the functionality will be “Save”. The means that the same document will be
overwritten in the “Saved Documents” folder.
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pDoc Signer for Android Tablets User Manual
Note: The “Prompt to save” option is enabled by default.
The document can be manually saved using the Save icon, which is beside the Share icon on
the toolbar.
When the app is in “Save” mode the icon displayed is
When the app is in “Save As” mode the icon displayed is
Note: The icon will act as “Save” or “Save as” depending on the user selected preference. By
default, the “Prompt to save” option is enabled and the functionality of the icon is “Save as”.
Save As
option
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pDoc Signer for Android Tablets User Manual
By default, and unlike Inbox documents, cloud storage documents are saved back in their
original cloud location, overwriting the original document. This allows online storage folders to
become sources of documents to be signed and replaced automatically.
Note: When your tablet is not connected to the Internet, changes to cloud storage documents
will not be synched with the documents in Google Drive or Dropbox.
9.5 – Form Field Read-Only Rules
When a signature field created in pDoc Signer is signed, it will make filled form fields read-only
by default. Optionally, you can select a read-only rule to apply with each signature. Turning on
the “All fields” option will make all form fillable fields read-only when the document is signed.
The option “Filled fields” (default) will only make read-only those fields with content at the time
of signing. These rules are applicable only for new signature fields added to the document by
the pDoc Signer application. These settings will not affect preexisting signature fields. The
default or adjusted form field read-only rule is copied into each signature field. However, each
signature object’s read-only rule can be modified by editing the signature object properties. As
such, different rules can be applied to the document’s form fields by different signature fields.
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pDoc Signer for Android Tablets User Manual
10 – Automatic Signing Certificate Update
pDoc Signer utilizes a signing certificate issued by a trusted Certificate Authority to securely
encrypt each signature into your PDF documents. This enables PDF viewer software systems,
like Adobe Reader, to validate signatures and determine if a document has been altered after
the signature was applied. Signing certificates are like licenses in that they are issued for a
certain period, typically one to three years.
pDoc Signer periodically checks the expiration date of the certificate being used for signature
encryption. If the expiration date of the signing certificate is imminent or has passed, pDoc
Signer will notify you by displaying a message and then will attempt to connect to the Internet
and automatically download a new signing certificate from the Topaz site. If the signing
certificate has expired, pDoc Signer will not allow you to proceed with the signing process until
the expired certificate is replaced.
11 – In-App Update
Keeping the app up-to-date on your devices enables you to try new features, as well as benefit
from performance improvements and enhancements. In-app update is a feature that prompts
you to update your app when a new version becomes available on the Play Store. You can
download the latest version of the app in two ways:
• Automatically
When the user opens the app and an update is available, it will display the message
“Your version of pDoc Signer is out of date. A new replacement version is available for
download. The new version will retain your current documents and settings. Do you
wish to download the new version now?”. If the user touches the “YES” button, then
the app will download the latest version and restart immediately. If the user touches
the “NO” button, then the app will close the message, and it will not be displayed
again.
• Manually
To download the latest version of app manually, touch the “pDoc Signer” icon on
upper right corner of the screen to open the preferences screen. If there is a new
version of the app available, there will be a section titled “APP UPDATE”. Go to the
section titled “APP UPDATE” and tap the “Download” button. The app will download
the latest version and restart immediately.